Heritage Wealth Management (California)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Heritage Wealth Management (California)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$604K	Sell
2025 Q1	$690K	Sell
2024 Q4	$783K	Buy
2024 Q3	$651K	Sell
2024 Q2	$644K	Buy
2024 Q1	$559K	Buy
2023 Q4	$505K	Buy